Luke provides comprehensive estate planning for professionals, business owners and their families, integrating sophisticated estate and gift tax planning with an understanding of personal goals to create a tailored estate plan that is unique to each client. He also advises executors and trustees on the practical implementation of estate plans, guiding both individual and corporate fiduciaries through the nuances of the probate process and trust administration. Finally, Luke counsels not-for-profits (both private foundations and public charities) through the process of obtaining recognition of tax exemption from the Internal Revenue Service.
